The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M CO COM 88579Y101 8,214 39,200 SH   DFND   39,200 0 0
AETNA INC NEW COM 00817Y108 409 2,597 SH   DFND   2,597 0 0
AGCO CORP COM 001084102 1,429 19,445 SH   DFND   19,445 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 39,329 614,706 SH   DFND   614,706 0 0
AIR PRODS & CHEMS INC COM 009158106 7,567 50,000 SH   DFND   50,000 0 0
ALBEMARLE CORP COM 012653101 20,748 156,800 SH   DFND   156,800 0 0
ALLSTATE CORP COM 020002101 164 1,800 SH   DFND   1,800 0 0
ALPHABET INC CAP STK CL A 02079K305 5,741 5,950 SH   DFND   5,950 0 0
AMAZON COM INC COM 023135106 166 174 SH   DFND   174 0 0
AMDOCS LTD SHS G02602103 164 2,550 SH   DFND   2,550 0 0
AMERICAN EXPRESS CO COM 025816109 6,595 73,159 SH   DFND   73,159 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 8,518 105,021 SH   DFND   105,021 0 0
ANALOG DEVICES INC COM 032654105 1,713 20,000 SH   DFND   20,000 0 0
ANDEAVOR COM 03349M105 166 1,621 SH   DFND   1,621 0 0
ANSYS INC COM 03662Q105 18,850 154,976 SH   DFND   154,976 0 0
AON PLC SHS CL A G0408V102 6,600 44,910 SH   DFND   44,910 0 0
APPLE INC COM 037833100 6,322 41,243 SH   DFND   41,243 0 0
AQUA AMERICA INC COM 03836W103 5,730 172,332 SH   DFND   172,332 0 0
AQUA METALS INC COM 03837J101 3,361 470,000 SH   DFND   470,000 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 1,530 35,790 SH   DFND   35,790 0 0
ARCONIC INC COM 03965L100 13,010 500,000 SH   DFND   500,000 0 0
AVANGRID INC COM 05351W103 6,607 140,000 SH   DFND   140,000 0 0
BIOAMBER INC COM 09072Q106 741 1,478,000 SH   DFND   1,478,000 0 0
BORGWARNER INC COM 099724106 80 1,600 SH   DFND   1,600 0 0
BOSTON SCIENTIFIC CORP COM 101137107 13,907 483,901 SH   DFND   483,901 0 0
BUNGE LIMITED COM G16962105 1,208 17,373 SH   DFND   17,373 0 0
CAL MAINE FOODS INC COM NEW 128030202 8,319 204,408 SH   DFND   204,408 0 0
CAMPBELL SOUP CO COM 134429109 5,240 111,363 SH   DFND   111,363 0 0
CELGENE CORP COM 151020104 114 800 SH   DFND   800 0 0
CERNER CORP COM 156782104 14,431 203,890 SH   DFND   203,890 0 0
CF INDS HLDGS INC COM 125269100 533 15,285 SH   DFND   15,285 0 0
CISCO SYS INC COM 17275R102 10,210 306,134 SH   DFND   306,134 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 9,395 130,231 SH   DFND   130,231 0 0
COLUMBIA SPORTSWEAR CO COM 198516106 3,269 53,832 SH   DFND   53,832 0 0
COMCAST CORP NEW CL A 20030N101 329 8,700 SH   DFND   8,700 0 0
CONSTELLIUM NV CL A N22035104 11,016 1,080,000 SH   DFND   1,080,000 0 0
COOPER COS INC COM NEW 216648402 243 1,050 SH   DFND   1,050 0 0
CORNING INC COM 219350105 14,975 500,000 SH   DFND   500,000 0 0
CRANE CO COM 224399105 10,957 136,090 SH   DFND   136,090 0 0
CREE INC COM 225447101 18,501 657,000 SH   DFND   657,000 0 0
CVS HEALTH CORP COM 126650100 10,609 130,561 SH   DFND   130,561 0 0
DANAHER CORP DEL COM 235851102 46,291 544,347 SH   DFND   544,347 0 0
DEAN FOODS CO NEW COM NEW 242370203 2,158 200,412 SH   DFND   200,412 0 0
DECKERS OUTDOOR CORP COM 243537107 3,086 45,970 SH   DFND   45,970 0 0
DEERE & CO COM 244199105 5,137 41,543 SH   DFND   41,543 0 0
DENTSPLY SIRONA INC COM 24906P109 9,509 160,536 SH   DFND   160,536 0 0
DICKS SPORTING GOODS INC COM 253393102 1,225 44,650 SH   DFND   44,650 0 0
DISCOVER FINL SVCS COM 254709108 10,335 160,581 SH   DFND   160,581 0 0
DOWDUPONT INC COM 26078J100 8,985 130,107 SH   DFND   130,107 0 0
ECOLAB INC COM 278865100 7,363 56,956 SH   DFND   56,956 0 0
EMERSON ELEC CO COM 291011104 2,829 45,000 SH   DFND   45,000 0 0
EXXON MOBIL CORP COM 30231G102 197 2,400 SH   DFND   2,400 0 0
F M C CORP COM NEW 302491303 24,991 284,117 SH   DFND   284,117 0 0
FIFTH THIRD BANCORP COM 316773100 186 6,750 SH   DFND   6,750 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 6,651 64,171 SH   DFND   64,171 0 0
FLOWSERVE CORP COM 34354P105 4,759 111,967 SH   DFND   111,967 0 0
FOOT LOCKER INC COM 344849104 3,911 112,203 SH   DFND   112,203 0 0
FORTIVE CORP COM 34959J108 1,944 27,800 SH   DFND   27,800 0 0
FUELCELL ENERGY INC COM NEW 35952H502 2,040 1,200,000 SH   DFND   1,200,000 0 0
GENERAL CABLE CORP DEL NEW COM 369300108 3,309 174,610 SH   DFND   174,610 0 0
GENERAL MLS INC COM 370334104 478 9,149 SH   DFND   9,149 0 0
GILEAD SCIENCES INC COM 375558103 10,612 131,154 SH   DFND   131,154 0 0
HANESBRANDS INC COM 410345102 1,528 62,394 SH   DFND   62,394 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 928 16,842 SH   DFND   16,842 0 0
HEXCEL CORP NEW COM 428291108 18,766 328,200 SH   DFND   328,200 0 0
HIGHWOODS PPTYS INC COM 431284108 70 1,350 SH   DFND   1,350 0 0
HP INC COM 40434L105 427 21,400 SH   DFND   21,400 0 0
IDEX CORP COM 45167R104 15,008 122,704 SH   DFND   122,704 0 0
II VI INC COM 902104108 2,065 50,000 SH   DFND   50,000 0 0
ILLINOIS TOOL WKS INC COM 452308109 3,317 22,531 SH   DFND   22,531 0 0
INGREDION INC COM 457187102 1,990 16,472 SH   DFND   16,472 0 0
INNOPHOS HOLDINGS INC COM 45774N108 459 9,298 SH   DFND   9,298 0 0
INTEL CORP COM 458140100 4,744 125,400 SH   DFND   125,400 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 1,359 9,527 SH   DFND   9,527 0 0
INTERPUBLIC GROUP COS INC COM 460690100 124 6,000 SH   DFND   6,000 0 0
IPG PHOTONICS CORP COM 44980X109 28,353 154,360 SH   DFND   154,360 0 0
ITRON INC COM 465741106 3,472 45,000 SH   DFND   45,000 0 0
JONES LANG LASALLE INC COM 48020Q107 124 1,000 SH   DFND   1,000 0 0
KAISER ALUMINUM CORP COM PAR $0.01 483007704 12,605 122,500 SH   DFND   122,500 0 0
L BRANDS INC COM 501797104 5,028 118,200 SH   DFND   118,200 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 211 1,410 SH   DFND   1,410 0 0
LAUDER ESTEE COS INC CL A 518439104 7,146 67,194 SH   DFND   67,194 0 0
LIBERTY PPTY TR SH BEN INT 531172104 108 2,600 SH   DFND   2,600 0 0
LINDSAY CORP COM 535555106 1,127 12,280 SH   DFND   12,280 0 0
LOWES COS INC COM 548661107 3,892 48,993 SH   DFND   48,993 0 0
LUXFER HLDGS PLC SPONSORED ADR 550678106 5,594 450,000 SH   DFND   450,000 0 0
MANPOWERGROUP INC COM 56418H100 760 6,338 SH   DFND   6,338 0 0
MARSH & MCLENNAN COS INC COM 571748102 201 2,400 SH   DFND   2,400 0 0
MASCO CORP COM 574599106 15,079 388,831 SH   DFND   388,831 0 0
MASTEC INC COM 576323109 234 5,000 SH   DFND   5,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104 11,279 80,446 SH   DFND   80,446 0 0
MATERION CORP COM 576690101 6,292 147,000 SH   DFND   147,000 0 0
MAXIMUS INC COM 577933104 7,674 119,230 SH   DFND   119,230 0 0
MEDTRONIC PLC SHS G5960L103 5,666 72,914 SH   DFND   72,914 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 1,374 2,200 SH   DFND   2,200 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 9,805 110,000 SH   DFND   110,000 0 0
MICROSEMI CORP COM 595137100 7,141 140,000 SH   DFND   140,000 0 0
MICROSOFT CORP COM 594918104 12,372 167,485 SH   DFND   167,485 0 0
MKS INSTRUMENT INC COM 55306N104 221 2,350 SH   DFND   2,350 0 0
MONDELEZ INTL INC CL A 609207105 328 8,083 SH   DFND   8,083 0 0
MONOLITHIC PWR SYS INC COM 609839105 10,643 100,000 SH   DFND   100,000 0 0
MOSAIC CO NEW COM 61945C103 321 15,067 SH   DFND   15,067 0 0
MTS SYS CORP COM 553777103 2,594 48,400 SH   DFND   48,400 0 0
MUELLER WTR PRODS INC COM SER A 624758108 4,801 372,725 SH   DFND   372,725 0 0
MYRIAD GENETICS INC COM 62855J104 109 3,000 SH   DFND   3,000 0 0
NAUTILUS INC COM 63910B102 2,691 158,316 SH   DFND   158,316 0 0
NEW JERSEY RES COM 646025106 6,345 150,000 SH   DFND   150,000 0 0
NIKE INC CL B 654106103 3,829 72,760 SH   DFND   72,760 0 0
NORTHWEST NAT GAS CO COM 667655104 5,521 85,000 SH   DFND   85,000 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 4,927 75,837 SH   DFND   75,837 0 0
ON SEMICONDUCTOR CORP COM 682189105 15,288 833,600 SH   DFND   833,600 0 0
ONEOK INC NEW COM 682680103 1,775 32,021 SH   DFND   32,021 0 0
OWENS CORNING NEW COM 690742101 277 3,600 SH   DFND   3,600 0 0
PACKAGING CORP AMER COM 695156109 234 2,020 SH   DFND   2,020 0 0
PARKER HANNIFIN CORP COM 701094104 21,096 119,989 SH   DFND   119,989 0 0
PATTERN ENERGY GROUP INC CL A 70338P100 3,694 147,000 SH   DFND   147,000 0 0
PENTAIR PLC SHS G7S00T104 19,766 294,274 SH   DFND   294,274 0 0
PEPSICO INC COM 713448108 6,533 58,515 SH   DFND   58,515 0 0
PERKINELMER INC COM 714046109 32,610 477,167 SH   DFND   477,167 0 0
PNC FINL SVCS GROUP INC COM 693475105 9,554 71,056 SH   DFND   71,056 0 0
POWER INTEGRATIONS INC COM 739276103 14,352 195,000 SH   DFND   195,000 0 0
PPG INDS INC COM 693506107 190 1,750 SH   DFND   1,750 0 0
PRAXAIR INC COM 74005P104 8,639 61,243 SH   DFND   61,243 0 0
PROCTER AND GAMBLE CO COM 742718109 325 3,574 SH   DFND   3,574 0 0
PS BUSINESS PKS INC CALIF COM 69360J107 80 600 SH   DFND   600 0 0
PTC INC COM 69370C100 23,670 422,456 SH   DFND   422,456 0 0
PVH CORP COM 693656100 207 1,650 SH   DFND   1,650 0 0
QORVO INC COM 74736K101 10,179 145,000 SH   DFND   145,000 0 0
RAYMOND JAMES FINANCIAL INC COM 754730109 140 1,650 SH   DFND   1,650 0 0
REPUBLIC SVCS INC COM 760759100 5,593 84,300 SH   DFND   84,300 0 0
ROCKWELL AUTOMATION INC COM 773903109 19,275 108,730 SH   DFND   108,730 0 0
ROGERS CORP COM 775133101 230 1,750 SH   DFND   1,750 0 0
S&P GLOBAL INC COM 78409V104 483 3,106 SH   DFND   3,106 0 0
SEMPRA ENERGY COM 816851109 2,062 18,000 SH   DFND   18,000 0 0
SILICON LABORATORIES INC COM 826919102 6,005 74,000 SH   DFND   74,000 0 0
SILVER SPRING NETWORKS INC COM 82817Q103 3,232 200,000 SH   DFND   200,000 0 0
SKECHERS U S A INC CL A 830566105 2,480 100,163 SH   DFND   100,163 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 5,062 50,000 SH   DFND   50,000 0 0
SMITH A O COM 831865209 25,656 435,593 SH   DFND   435,593 0 0
SNAP ON INC COM 833034101 214 1,450 SH   DFND   1,450 0 0
SOCIEDAD QUIMICA MINERA DE C SPON ADR SER B 833635105 6,314 114,200 SH   DFND   114,200 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 12,672 440,000 SH   DFND   440,000 0 0
SOUTH JERSEY INDS INC COM 838518108 6,614 190,000 SH   DFND   190,000 0 0
SPX FLOW INC COM 78469X107 3,488 89,834 SH   DFND   89,834 0 0
STANLEY BLACK & DECKER INC COM 854502101 6,185 41,368 SH   DFND   41,368 0 0
SYNOPSYS INC COM 871607107 104 1,300 SH   DFND   1,300 0 0
TE CONNECTIVITY LTD REG SHS H84989104 155 1,874 SH   DFND   1,874 0 0
TENNECO INC COM 880349105 201 3,300 SH   DFND   3,300 0 0
TETRA TECH INC NEW COM 88162G103 11,016 238,449 SH   DFND   238,449 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 92,900 498,258 SH   DFND   498,258 0 0
TIMKEN CO COM 887389104 161 3,300 SH   DFND   3,300 0 0
TJX COS INC NEW COM 872540109 684 9,245 SH   DFND   9,245 0 0
TREEHOUSE FOODS INC COM 89469A104 207 3,050 SH   DFND   3,050 0 0
TRIMBLE INC COM 896239100 10,095 256,099 SH   DFND   256,099 0 0
TYSON FOODS INC CL A 902494103 1,810 27,648 SH   DFND   27,648 0 0
UGI CORP NEW COM 902681105 5,421 115,000 SH   DFND   115,000 0 0
ULTA BEAUTY INC COM 90384S303 273 1,205 SH   DFND   1,205 0 0
UNION PAC CORP COM 907818108 907 7,820 SH   DFND   7,820 0 0
UNITED NAT FOODS INC COM 911163103 2,624 63,044 SH   DFND   63,044 0 0
UNITEDHEALTH GROUP INC COM 91324P102 17,056 86,977 SH   DFND   86,977 0 0
V F CORP COM 918204108 4,775 75,200 SH   DFND   75,200 0 0
VALMONT INDS INC COM 920253101 18,828 118,786 SH   DFND   118,786 0 0
VANTIV INC CL A 92210H105 167 2,350 SH   DFND   2,350 0 0
VARIAN MED SYS INC COM 92220P105 229 2,300 SH   DFND   2,300 0 0
VICOR CORP COM 925815102 2,355 100,000 SH   DFND   100,000 0 0
VISA INC COM CL A 92826C839 849 8,117 SH   DFND   8,117 0 0
WASTE MGMT INC DEL COM 94106L109 20,871 266,177 SH   DFND   266,177 0 0
WATERS CORP COM 941848103 51,451 287,789 SH   DFND   287,789 0 0
WGL HLDGS INC COM 92924F106 8,860 105,000 SH   DFND   105,000 0 0
WHIRLPOOL CORP COM 963320106 20,728 112,916 SH   DFND   112,916 0 0
WHITING PETE CORP NEW COM 966387102 55 10,000 SH   DFND   10,000 0 0
XILINX INC COM 983919101 21,759 310,000 SH   DFND   310,000 0 0
XYLEM INC COM 98419M100 35,671 571,194 SH   DFND   571,194 0 0
ZOETIS INC CL A 98978V103 929 14,667 SH   DFND   14,667 0 0